PAG
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Private Advisor Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Private Advisor Group’s Portfolio PZA Stock Details PZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.59M Sell
195,005
-27,877
-13% -$649K 0.02% 658
2026
Q1 		$5.12M Buy
222,882
+57,431
+35% +$1.34M 0.02% 638
2025
Q4 		$3.84M Buy
165,451
+3,980
+2% +$92.6K 0.02% 741
2025
Q3 		$3.73M Buy
161,471
+18,811
+13% +$421K 0.02% 740
2025
Q2 		$3.19M Buy
142,660
+63,366
+80% +$1.43M 0.02% 747
2025
Q1 		$1.83M Buy
79,294
+16,132
+26% +$379K 0.01% 940
2024
Q4 		$1.49M Sell
63,162
-3,133
-5% -$74.9K 0.01% 1015
2024
Q3 		$1.6M Buy
66,295
+19,309
+41% +$463K 0.01% 998
2024
Q2 		$1.11M Sell
46,986
-150
-0.3% -$3.54K 0.01% 1139
2024
Q1 		$1.12M Sell
47,136
-6,889
-13% -$165K 0.01% 1113
2023
Q4 		$1.31M Buy
54,025
+4,112
+8% +$93.8K 0.01% 975
2023
Q3 		$1.11M Buy
49,913
+4,902
+11% +$114K 0.01% 992
2023
Q2 		$1.06M Buy
45,011
+26,496
+143% +$625K 0.01% 1022
2023
Q1 		$438K Sell
18,515
-5,508
-23% -$130K ﹤0.01% 1395
2022
Q4 		$551 Sell
24,023
-13,410
-36% -$304K ﹤0.01% 1365
2022
Q3 		$827K Buy
37,433
+15,030
+67% +$353K 0.01% 1006
2022
Q2 		$525K Buy
22,403
+2,881
+15% +$68.4K ﹤0.01% 1384
2022
Q1 		$487K Sell
19,522
-6,127
-24% -$159K ﹤0.01% 1441
2021
Q4 		$696K Sell
25,649
-2,306
-8% -$62.2K 0.01% 1290
2021
Q3 		$752K Buy
27,955
+6,815
+32% +$186K ﹤0.01% 1333
2021
Q2 		$577K Buy
21,140
+2,405
+13% +$65.2K 0.01% 1322
2021
Q1 		$501K Buy
18,735
+71
+0.4% +$1.92K ﹤0.01% 1299
2020
Q4 		$506K Sell
18,664
-4,028
-18% -$108K 0.01% 1208
2020
Q3 		$603K Sell
22,692
-4,086
-15% -$110K 0.01% 982
2020
Q2 		$711K Sell
26,778
-4,240
-14% -$110K 0.01% 886
2020
Q1 		$801K Buy
31,018
+6,159
+25% +$163K 0.01% 733
2019
Q4 		$658K Buy
24,859
+9,561
+62% +$253K 0.01% 933
2019
Q3 		$405K Buy
+15,298
New +$405K 0.01% 1165
2018
Q1 		– Sell
-9,334
Closed -$241K – 1340
2017
Q4 		$241K Sell
9,334
-227
-2% -$5.82K 0.01% 970
2017
Q3 		$245K Buy
+9,561
New +$245K 0.01% 1243
2014
Q4 		– Sell
-3,154
Closed -$79K – 1215
2014
Q3 		$79K Buy
+3,154
New +$78.5K 0.01% 994

Other funds holding PZA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Private Advisor Group's PZA Position: Q2 2026 in Review

Private Advisor Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 13% in Q2 2026, selling an estimated $649K and leaving 195,005 shares worth $4.59M. The position accounts for 0.02% of the portfolio, ranked #658.

Private Advisor Group first reported a position in PZA in Q3 2014 and has held it in 31 quarters since. The position peaked at $5.12M in Q1 2026. 141 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Private Advisor Group held 195,005 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.59M as of Q2 2026.
  • Private Advisor Group sold 27,877 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $649K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #658 holding.
  • Private Advisor Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2014 and has held it in 31 quarters since.
  • Private Advisor Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.12M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.